Mga Batayang Estadistika
| Pemilik Institusional | 663 total, 663 long only, 0 short only, 0 long/short - change of 2.47% MRQ |
| Alokasi Portofolio Rata-rata | 1.0922 % - change of 0.07% MRQ |
| Saham Institusional (Jangka Panjang) | 88,989,772 (ex 13D/G) - change of 3.79MM shares 4.45% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 6,162,931 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF (US:SPTM) memiliki 663 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 88,989,772 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Cwm, Llc, Creative Planning, Private Advisor Group, LLC, Valmark Advisers, Inc., Wealthcare Advisory Partners LLC, Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., and Hughes Financial Services, LLC .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF (ARCA:SPTM) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 78.59 / share. Previously, on September 6, 2024, the share price was 66.01 / share. This represents an increase of 19.06% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 500 | 37 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,691 | 9.83 | 1,475 | 20.92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 470,079 | -68.32 | 35,204 | -65.11 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 14,919 | -11.44 | 1,117 | -2.45 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 11,536 | -41.01 | 864 | -35.11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 255 | 0.00 | 19 | 5.88 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 563,708 | 85.86 | 42,216 | 104.66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 123 | 0.00 | 9 | 12.50 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 30,612 | -1.40 | 2,293 | 8.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 74 | 0.00 | 6 | 0.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 69 | 1.47 | 5 | 25.00 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10,879 | 0.00 | 815 | 10.15 | ||||
| 2025-07-28 | 13F | Tlwm | 13,488 | -0.62 | 1,010 | 9.43 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 5,594 | 426 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 19,450 | 13.38 | 1,457 | 145,500.00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6,593 | -26.83 | 494 | -19.44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 183,232 | 8.51 | 13,722 | 19.49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 584 | 0.00 | 44 | 10.26 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4,897 | -16.32 | 367 | -7.81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,464 | 34.52 | 259 | 48.00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,436 | -0.87 | 1,231 | 9.14 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 454,103 | -4.53 | 34,008 | 5.13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 342,064 | 153.05 | 26 | 177.78 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 57,599 | -5.33 | 4,314 | 15.48 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 475 | 0.00 | 36 | 9.38 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,489 | -2.89 | 186 | 6.90 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 30,618 | -2.26 | 2,293 | 7.61 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 325,115 | -4.81 | 24,231 | 10.94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,141 | -31.77 | 460 | -25.00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,441 | 0.33 | 1,156 | 10.52 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5,670 | 0.02 | 425 | 10.13 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 4,149 | 0.00 | 311 | 19.69 | ||||
| 2025-04-30 | 13F | Hunter Associates Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 254,896 | -4.37 | 19,089 | 5.31 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 343 | 106.63 | 26 | 127.27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,945 | -17.43 | 595 | -9.02 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19,177 | 3.37 | 1,436 | 13.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7,709 | 577 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,676 | 0.00 | 354 | 16.83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 41,928 | -7.00 | 3,140 | 2.41 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,093 | 11.38 | 756 | 22.56 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 271 | 0.37 | 20 | 11.11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 123 | 0.00 | 9 | 12.50 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 94,513 | -4.84 | 7,078 | 4.78 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6,520 | 0.00 | 488 | 10.16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 385,408 | 522.50 | 28,863 | 585.58 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 136,146 | -0.12 | 10,196 | 9.99 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,036 | 0.06 | 527 | 10.04 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,644 | 13.30 | 647 | 24.90 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 22,982 | 87.04 | 1,721 | 106.11 | ||||
| 2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 459,100 | 13.78 | 34,382 | 25.29 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 7,925 | -1.25 | 594 | 8.81 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2,499 | 0.00 | 187 | 10.65 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 5,939 | 0.00 | 445 | 10.17 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 6,174 | -12.50 | 462 | -3.55 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4,677 | 0.49 | 350 | 10.76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,069 | 0.05 | 155 | 10.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,417 | -1.56 | 331 | 8.20 | ||||
| 2025-08-04 | 13F | Balentine LLC | 150,742 | -2.53 | 11,289 | 7.33 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 214,647 | 11.78 | 16,075 | 23.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 856,384 | 7.37 | 64,135 | 18.23 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 211,960 | -0.21 | 15,874 | 9.88 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 12,562 | 0.00 | 941 | 10.07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,052 | -40.90 | 378 | -34.94 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,290 | -1.50 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 431,593 | -3.53 | 32 | 6.67 | ||||
| 2025-07-28 | 13F | Essex LLC | 2,825 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,300 | 10.11 | 697 | 21.25 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3,338 | 0.03 | 250 | 10.18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 94,934 | 3.51 | 7,110 | 13.98 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 190,064 | 0.73 | 14,234 | 10.92 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 43,499 | -76.31 | 3,258 | -73.92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,971 | 1.04 | 597 | 11.19 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 65,165 | -0.68 | 4,880 | 9.37 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 10,525 | 0.00 | 788 | 10.21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14,360 | -3.32 | 1,075 | 6.44 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,475 | 0.31 | 635 | 10.45 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3,687 | 0.00 | 276 | 10.40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,780 | -2.48 | 433 | 7.20 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 196,626 | 2.58 | 14,725 | 12.97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 301,098 | 2.17 | 22,549 | 12.51 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 | 4.76 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 27,133 | 18.57 | 2,079 | 33.55 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 237,450 | -20.11 | 17,783 | -12.03 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 16,185 | 0.32 | 1,212 | 10.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,575 | 60.39 | 418 | 76.69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,238 | -1.60 | 1,740 | 8.34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 40,885 | 2.11 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 522,982 | 1,320.18 | 39,166 | 1,464.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46,953 | 46.21 | 3,516 | 60.99 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21,575 | 0.00 | 1,607 | 29.20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 49,508 | 1.53 | 3,708 | 11.79 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 355 | 0.00 | 27 | 8.33 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 5,106 | 0.00 | 383 | 10.09 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3,606 | 0.00 | 270 | 10.20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,674 | -19.84 | 725 | -11.71 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 9,432 | 2.00 | 706 | 12.42 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7,048 | 0.00 | 528 | 10.02 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 286,892 | 2.18 | 21,485 | 12.52 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 21,484 | -16.34 | 1,609 | -7.85 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 2,721 | 0.00 | 204 | 9.73 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 27,463 | 7.08 | 2,057 | 17.89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 224,818 | 34.35 | 16,837 | 47.49 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 552 | 0.00 | 41 | 10.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 288,606 | 7.57 | 21,614 | 18.45 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 223,257 | -3.37 | 16,720 | 6.40 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4,094 | 0.22 | 307 | 10.47 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 409 | 0.25 | 31 | 11.11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,697 | 0.00 | 352 | 10.03 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11,592 | 4.06 | 868 | 14.66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 21,376 | 108.75 | 1,601 | 129.89 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4,291 | 0.49 | 321 | 10.69 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 54 | -78.74 | 4 | -77.78 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3,439 | 0.00 | 258 | 10.30 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 21,419 | 1,604 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 20,534 | -0.39 | 1,538 | 9.71 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 667,792 | 2.31 | 51,517 | 20.84 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 41,315 | 0.05 | 2,810 | 140,350.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 6,862 | 16.40 | 514 | 28.25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 567 | -19.80 | 42 | -12.50 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6,979 | -3.42 | 523 | 6.31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,287 | -2.27 | 1,295 | 7.65 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 522,108 | 1.19 | 39,101 | 11.43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45,102 | 983.14 | 3,378 | 1,093.29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 403,459 | 2.56 | 30,215 | 12.94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 24,180 | 12.99 | 1,811 | 24.40 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9,970 | -8.11 | 743 | 1.78 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9,842 | 737 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 249,215 | -3.97 | 18,664 | 5.74 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20,521 | -4.94 | 1,537 | 4.63 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 13,956 | -2.58 | 1,045 | 7.29 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 4,421 | 0.00 | 331 | 10.33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 266,087 | 41,411.23 | 19,927 | 46,241.86 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 36,138 | 8.79 | 2,706 | 19.79 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 17,655 | -6.59 | 1,322 | 2.88 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 378,037 | -1.46 | 28,311 | 8.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,879,644 | -4.69 | 215,657 | 4.95 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 96,527 | 4.76 | 7,229 | 15.35 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,035 | 377 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 341,551 | -5.38 | 25,579 | 6.80 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 8,861 | 1.65 | 664 | 11.99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5,590 | -0.99 | 419 | 8.85 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 228,651 | 17,124 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 26,460 | 1,982 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 167 | 0.00 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2,970,972 | 63.89 | 222,496 | 80.47 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 153,170 | 4.11 | 11,471 | 14.63 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,503 | -0.37 | 262 | 9.62 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3,819 | 0.00 | 286 | 10.42 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30,260 | 5.13 | 2,266 | 15.79 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5,336 | -4.12 | 400 | 5.56 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 21,672 | 1.74 | 1,623 | 13.18 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32,741 | 7.44 | 2,452 | 18.29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,198 | 2.40 | 239 | 12.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 469,654 | 2.82 | 35,877 | 15.49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,043 | 147.17 | 1,651 | 174.09 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 10,067 | 64.74 | 754 | 81.45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 47 | 0.00 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3,848 | 15.66 | 288 | 27.43 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 12,509 | 77.48 | 937 | 95.41 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17,137 | -1.66 | 1,283 | 8.27 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 3,931 | -2.36 | 294 | 7.69 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,165 | 1.86 | 324 | 17.82 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20,894 | -0.22 | 1,565 | 9.83 | ||||
| 2025-07-23 | 13F | Broderick Brian C | 24,900 | -0.40 | 1,865 | 9.65 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3,020 | 226 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23,854 | -0.39 | 1,786 | 9.71 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 281,017 | -3.51 | 19,112 | -8.13 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 96,288 | 0.81 | 7,211 | 11.02 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 15,693 | -7.00 | 1,175 | 2.44 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 86,614 | 4.38 | 6,487 | 14.94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 195,186 | -1.94 | 15 | 7.69 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 72,716 | -5.74 | 5,446 | 3.79 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 57,278 | -9.64 | 4,290 | -0.51 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3,969 | -46.45 | 297 | -41.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44,296 | -1.48 | 3,317 | 8.51 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 4,175 | 0.00 | 313 | 10.25 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 750,283 | 1.43 | 56,781 | 17.57 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5,844 | -2.50 | 438 | 7.37 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 163,049 | -10.42 | 12,210 | 1.61 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 77,581 | 5,810 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19,600 | 415.79 | 1,468 | 468.60 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,745 | -59.52 | 2,302 | -55.43 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 12,712 | 0.06 | 952 | 10.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,205,861 | 1.57 | 240 | 12.15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24,981 | 42.97 | 1,871 | 57.41 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 176,268 | -31.53 | 13,201 | -24.61 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 69,993 | -0.76 | 5,242 | 9.28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,916,040 | -19.65 | 143,492 | -11.53 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7,307 | 64.24 | 547 | 81.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 783,651 | 14.29 | 58,688 | 25.85 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9,397 | -10.38 | 704 | -1.40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49,962 | -52.31 | 3,742 | -47.49 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4,865 | -7.37 | 364 | 1.96 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 20,609 | 1.97 | 1,551 | 12.88 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14,300 | 88.16 | 1,071 | 107.36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19,556 | -0.21 | 1,465 | 9.91 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 2,681 | 201 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 366,353 | 3.73 | 27,436 | 14.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,607 | 6.11 | 719 | 16.91 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,545 | -12.22 | 116 | -3.36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 68,000 | -0.93 | 5,093 | 9.08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,060 | 0.39 | 1,652 | 10.58 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 139 | -27.98 | 10 | -23.08 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 16,637 | -11.53 | 1,246 | -2.66 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7,554 | 0.53 | 566 | 10.57 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 162,883 | 109.72 | 12,198 | 299.02 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 920,073 | 46.45 | 68,904 | 61.27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,550 | 33.70 | 432 | 23.78 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 48,475 | -5.03 | 3,630 | 4.58 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 73,062 | 269.06 | 5,472 | 306.46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,759 | -72.46 | 506 | -69.68 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 29,101 | -20.60 | 2,179 | -12.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,259 | -0.34 | 2,041 | 9.73 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30,545 | -37.79 | 2,287 | -31.51 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4,823 | -11.05 | 361 | -1.90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8,718 | 653 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,892 | 22.55 | 591 | 35.24 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 30,634 | 0.01 | 2,083 | -4.76 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22,205 | -21.16 | 1,663 | -13.21 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 59,892 | -32.87 | 4,485 | -26.08 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 576 | 0.00 | 43 | 10.26 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 405,132 | -14.37 | 30,340 | -5.71 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 3,445 | 0.00 | 261 | 23.22 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 126,726 | -14.06 | 9,491 | -5.36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,034 | 0 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8,666 | 649 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6,166 | -6.09 | 462 | 3.36 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 135,960 | 0.00 | 9,156 | -8.28 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 21,911 | -3.25 | 1,641 | 6.49 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 224 | 17 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1,108,787 | -10.72 | 83,037 | -1.68 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 16,726 | 0.00 | 1,253 | 10.11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 19,734 | -0.11 | 1,478 | 9.98 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,199 | 0.00 | 165 | 10.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 106,657 | -37.05 | 8 | -36.36 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 10,500 | 0.00 | 786 | 10.08 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 134,568 | 1.42 | 10,078 | 7.19 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,492 | 48.50 | 711 | 63.59 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 988,681 | 1.54 | 74,042 | 11.81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99,030 | 6.39 | 7,416 | 17.16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42,875 | -24.93 | 3,211 | -17.35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,584 | -1.22 | 718 | 8.80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 371,844 | 9.76 | 27,847 | 20.86 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,111 | -3.58 | 383 | 6.11 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 968,454 | 18.14 | 73 | 30.91 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11,809 | -0.65 | 884 | 9.41 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1,579,615 | 1.98 | 118,297 | 12.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,500 | -91.82 | 262 | -90.99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 305,037 | 454.39 | 22,844 | 510.48 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 2,927 | 0 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 254,583 | -3.79 | 19,066 | 5.94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 81,234 | -1.16 | 6,084 | 8.84 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 83,987 | 6,290 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,995 | 898 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,962,221 | 24.33 | 148,913 | 38.73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 87,290 | -30.56 | 6,537 | -23.53 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 376 | 0.00 | 28 | 12.00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5,785 | 19.18 | 393 | 13.58 | ||||
| 2025-08-13 | 13F | Isthmus Partners, Llc | 82,977 | 4.36 | 6,214 | 14.93 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 18,957 | -10.85 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,013 | 9.43 | 375 | 20.58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25,026 | 0.83 | 1,874 | 11.08 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 144,102 | -2.09 | 10,792 | 7.81 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10,381 | -6.18 | 777 | 3.32 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 260,367 | 9.82 | 19,499 | 20.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 698,419 | 14.95 | 52,305 | 26.58 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,730 | 0.00 | 654 | 10.12 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192,720 | -3.55 | 14,745 | 7.79 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42,351 | 0.70 | 3,172 | 10.87 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,482 | 0.00 | 336 | 10.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,519 | -4.90 | 563 | 4.84 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,080 | 78.10 | 1,129 | 96.35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,510 | 51.59 | 1,536 | 66.96 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 2,838 | 213 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,664 | -8.73 | 724 | 0.42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,323 | -21.68 | 324 | -13.87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 627,866 | -0.33 | 47 | 11.90 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 300 | -82.75 | 22 | -81.36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | -73.47 | 37 | -70.87 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 312,454 | -68.63 | 23,400 | -65.46 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9,513 | -0.19 | 712 | 9.88 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 7,457 | -7.22 | 558 | 2.20 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 60,298 | -1.03 | 5 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 740 | 0.00 | 55 | 10.00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 84,925 | 0.00 | 6,360 | 10.13 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 8,805 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 3,177 | 238 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19,342 | 3.16 | 1,448 | 13.57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 31,050 | -2.06 | 2,325 | 7.84 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 8,495 | 637 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,409 | 0.00 | 705 | 10.17 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 94,512 | 1.85 | 7,078 | 12.15 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 20,049 | -0.21 | 1,501 | 3.45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 820,469 | 2.73 | 61,445 | 13.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 654,236 | 30.89 | 48,996 | 44.14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,789 | 134 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 16,878 | -0.59 | 1,264 | 9.45 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 167,751 | 11.19 | 12,563 | 22.44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14,791 | 8.53 | 1,108 | 19.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 67,545 | -14.57 | 5,058 | -5.93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4,500 | -4.26 | 337 | 5.64 | |||
| 2025-08-12 | 13F | Change Path, LLC | 18,738 | -7.44 | 1,403 | 1.96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | -40.00 | 1 | -100.00 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 3,672 | 0.00 | 250 | 0.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27,441 | -1.89 | 2,055 | 8.04 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 14,062 | -16.76 | 1,053 | -8.28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6,161 | -0.84 | 461 | 9.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 30,194 | 2,261 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 23,021 | -0.86 | 1,724 | 9.18 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 717,485 | 1.25 | 53,732 | 11.50 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4,501 | -3.58 | 337 | 6.31 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,946 | 0.06 | 520 | 10.17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 18,970 | -1.27 | 1,421 | 8.73 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 68,886 | 0.73 | 5,159 | 10.92 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 195,523 | -2.10 | 14,643 | 7.80 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,116 | -0.16 | 458 | 10.10 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 748 | -1.58 | 56 | 9.80 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 76,068 | -1.06 | 5,697 | 8.95 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 7,703 | 0.00 | 577 | 10.13 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,330 | 923 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,645 | 2.59 | 792 | -2.35 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55,564 | -1.05 | 4,161 | 8.96 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1,529 | 0.00 | 115 | 10.68 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 60,738 | -8.02 | 4,647 | 5.93 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 5,817 | -12.61 | 436 | -3.76 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 98,243 | 3.77 | 7,357 | 14.26 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 20,188 | -23.64 | 1,512 | -15.96 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 43,920 | -1.67 | 3,289 | 8.30 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 669 | 77.93 | 50 | 100.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,234 | -56.46 | 242 | -53.46 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 20,623 | 1,544 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,803 | -1.05 | 360 | 8.79 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 102,545 | 7.32 | 7,680 | 18.17 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4,712 | 0.00 | 353 | 10.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,097 | -25.24 | 307 | -17.74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,015 | -29.64 | 376 | -24.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98,980 | -8.71 | 7,413 | 0.52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 29,625 | -0.97 | 2,219 | 9.05 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 9,233 | -5.01 | 691 | 4.54 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 152,444 | 7.36 | 11 | 22.22 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 101,462 | 0.00 | 7,257 | -1.01 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 54,450 | -0.21 | 4,078 | 9.86 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 4,167 | -29.43 | 312 | -22.19 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,507 | 0.00 | 113 | 9.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23,194 | -4.76 | 1,737 | 4.83 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 16,831 | 1,260 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 102,689 | -1.11 | 7,690 | 8.89 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,355 | -2.03 | 775 | 7.94 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 21,237 | -3.16 | 1,600 | 14.54 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 19,630 | 0.00 | 1,470 | 10.11 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 25,076 | 451.73 | 1,878 | 507.44 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 50,465 | -12.93 | 3,779 | -4.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42,774 | -3.81 | 2,909 | -8.41 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5,491 | 0.00 | 411 | 10.19 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 9,750 | -79.82 | 730 | -77.78 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 32,470 | -1.67 | 2,432 | 8.29 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4,362 | 0.00 | 327 | 10.14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6,430 | 46.27 | 482 | 61.41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 28,387 | 5.63 | 2,126 | 16.31 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 2,729 | 204 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 921,565 | 4.13 | 69,016 | 17.37 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 212 | 16 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30,296 | -27.81 | 2,269 | -20.53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 174,368 | 0.83 | 13,058 | 11.04 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 30 | -26.83 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9,120 | 5,111.43 | 697 | 6,236.36 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,624 | 0.02 | 346 | 10.19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118,999 | 13.79 | 8,912 | 19.29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,483 | 0.31 | 486 | 10.48 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 3,252 | -7.35 | 244 | 2.10 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,845 | -1.16 | 363 | 8.71 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 9,046 | -11.45 | 677 | -2.45 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 40,698 | 3,048 | ||||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 33,433 | -0.05 | 2,504 | 10.07 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 6,480 | -3.67 | 485 | 6.13 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6,529 | 0.02 | 489 | 10.16 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 18,702 | 2.91 | 1,401 | 13.27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 126,033 | 3.33 | 9,439 | 13.79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,804 | -1.08 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 150,537 | 0.80 | 11,274 | 11.00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 11,023 | 1.12 | 826 | 11.34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 56,239 | -2.51 | 4,212 | 7.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,538 | 24.51 | 490 | 36.97 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 10,142 | 0.00 | 760 | 10.16 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 59,797 | -0.86 | 4,478 | 9.19 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,191 | 2.50 | 89 | 12.66 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 623,645 | 13.49 | 46,705 | 24.97 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 239 | 0.00 | 18 | 6.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 39,576 | 40.85 | 2,950 | 55.29 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 304 | 0.00 | 23 | 10.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,576 | 61.48 | 118 | 78.79 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 262 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2,953 | -21.15 | 221 | -12.99 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 26,335 | -0.87 | 1,791 | -5.59 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 1,973 | 0.00 | 148 | 9.70 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 248,644 | 687.57 | 18,621 | 767.26 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 3,692 | 277 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 749 | 56 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 30,240 | -3.60 | 2,265 | 1.07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 242,378 | 19.43 | 18,152 | 31.51 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,335 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 5,256 | 0.00 | 392 | 10.14 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3,596 | -1.72 | 269 | 8.47 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 16,205 | -75.21 | 1,214 | -72.72 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 109,966 | 24.73 | 8,235 | 37.34 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 284,750 | -9.62 | 21,325 | -0.49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12,454 | -0.01 | 933 | 10.04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 392 | 0.00 | 29 | 11.54 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26,600 | 2.92 | 1,992 | 13.38 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3,623 | -2.87 | 271 | 7.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,374,427 | -3.56 | 102,837 | 6.19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,603,310 | 19.78 | 194,962 | 31.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60,391 | 30.76 | 4,522 | 44.01 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 76,156 | -3.82 | 5,703 | 5.92 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 24,974 | -0.46 | 1,870 | 9.61 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 364,072 | 10.87 | 27,265 | 22.09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 236 | 0.00 | 18 | 6.25 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 2,763 | 207 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,405 | -1.32 | 330 | 8.58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 325 | 0.00 | 22 | -4.35 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 13,572 | 9.99 | 1,016 | 21.10 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 241 | 0.00 | 18 | 12.50 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,550 | 10.96 | 416 | 22.06 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 581,248 | -0.51 | 43,530 | 9.55 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 41,241 | -76.61 | 3,089 | -74.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 82,359 | -1.95 | 6,168 | 7.97 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 5,983 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 73,014 | 6.41 | 5,468 | 17.19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 58,769 | -1.34 | 4,496 | 10.98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,486 | 0.00 | 178 | 4.73 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 35,272 | 2.65 | 2,642 | 13.06 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 26,203 | -12.49 | 1,962 | -3.63 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 16,137 | -3.70 | 1,208 | 6.06 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,172 | 0.32 | 238 | 10.23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,287 | 0.48 | 171 | 11.04 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 579,968 | 43,434 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,060 | 14.90 | 679 | 26.49 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,756 | 0.00 | 132 | 10.08 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 139,300 | -14.01 | 10,432 | -5.31 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53,211 | -13.59 | 3,619 | -17.74 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 107 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 22 | -8.33 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 29,332 | -9.79 | 2,197 | -0.68 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8 | 1 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 88,357 | -12.52 | 6,617 | -3.67 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 4,869 | 0.00 | 365 | 10.64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,341 | -25.05 | 625 | -17.46 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 483 | 0.00 | 36 | 12.50 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4,812 | -5.24 | 360 | 4.35 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 5,231 | 0.00 | 392 | 10.14 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3,269 | 245 | ||||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 14,196 | 1,063 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163,400 | -5.02 | 12,237 | 4.60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 105,733 | -10.33 | 7,918 | -1.25 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 319,552 | -14.83 | 23,911 | -6.30 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 62,525 | 0.00 | 4,682 | 10.11 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 46,845 | 28.47 | 3,508 | 41.51 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 9,189 | 1.33 | 688 | 11.69 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 5,039 | -7.20 | 377 | 2.17 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5,925 | 4.81 | 444 | 15.36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59,621 | 6.11 | 4,465 | 16.85 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 55 | -35.29 | 4 | -20.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25,342 | 364.99 | 1,681 | 381.66 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8,189 | 0.00 | 613 | 10.25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 349,454 | -0.51 | 26,171 | 9.55 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 20,067 | -0.26 | 1,503 | 9.80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,268 | 469 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 745,693 | 0.38 | 55,845 | 10.53 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,736 | -11.26 | 355 | -2.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,598,745 | -5.65 | 119,730 | 3.89 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,052 | 0.00 | 79 | 9.86 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,913 | -9.59 | 143 | 0.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 84,825 | 4.46 | 6,551 | 20.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16,767 | 0.00 | 1,256 | 10.09 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 552,692 | 10.57 | 41,391 | 21.76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31,619 | 79.10 | 2,368 | 97.25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 262 | 0.00 | 20 | 11.76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,566 | 0.00 | 117 | 24.47 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5,745 | 0.54 | 430 | 10.82 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 19,064 | -0.84 | 1,428 | 9.18 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 7,833 | -1.38 | 587 | 8.52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 16,869 | 0.00 | 1,263 | 10.11 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 311,660 | 0.80 | 23,340 | 11.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,169 | 1.51 | 387 | 11.85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38,727 | 2,900 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 119,167 | 4.90 | 8,924 | 15.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,321,692 | -10.47 | 98,982 | -1.41 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 623,067 | 8,152.54 | 46,904 | 9,879.57 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 2,988 | 0.00 | 224 | 9.85 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,962 | 1.54 | 2,019 | 11.86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4,000 | 300 | ||||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 3,821 | -2.77 | 286 | 7.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,426 | -1.56 | 1,979 | 8.44 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,496 | -7.26 | 1,610 | 2.09 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 254,592 | -1.73 | 19,066 | 8.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,151,682 | 0.20 | 86,249 | 10.34 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,741,138 | 3.14 | 205,284 | 13.58 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,112 | 0.00 | 83 | 10.67 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 5,043 | -3.09 | 378 | 6.80 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 14,549 | -12.35 | 1,107 | -1.86 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,308 | 8.15 | 398 | 19.22 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 120,213 | -12.65 | 9,003 | -3.82 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11,156 | 14.93 | 835 | 26.52 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 6,111 | -0.75 | 458 | 9.33 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 5,537 | -46.86 | 415 | -41.53 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16,334 | 6.51 | 1,223 | 17.26 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,045 | 0.29 | 78 | 11.43 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3,292 | 247 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7,629 | 12.27 | 571 | 27.46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28,059 | 2.27 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,363 | -7.90 | 477 | 1.49 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 20,446 | 84.43 | 1,531 | 103.32 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2,210 | 0.00 | 166 | 10.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 959 | 0.00 | 65 | -4.41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 50 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,547,892 | -2.53 | 115,922 | 7.32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 469 | 35 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 15,979 | 14.87 | 1,197 | 26.43 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 2,890 | 216 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7,790 | -11.19 | 592 | -0.84 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 392,822 | 52.01 | 29,418 | 67.40 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 24,820 | -1.72 | 1,859 | 8.21 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 213 | 0.00 | 16 | 7.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 536 | 0.00 | 40 | 11.11 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 131,545 | -0.99 | 9,851 | 9.02 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,105,765 | 1.87 | 82,811 | 12.18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5,026 | 3.80 | 376 | 14.29 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 12,252 | 0.00 | 918 | 10.08 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23,166 | 7.15 | 1,735 | 17.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179,554 | -18.40 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 46,394 | 3.39 | 3,474 | 13.86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 198 | -13.91 | 15 | -12.50 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 198,046 | 61.29 | 14,832 | 77.60 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 52,683 | -8.67 | 3,945 | 0.59 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 5,512 | 0.00 | 375 | 0.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 54 | 0.00 | 4 | 33.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,148 | 134.04 | 1 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 231 | 0.00 | 17 | 13.33 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,424 | 256 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,873 | 215 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 80 | 0.00 | 6 | 0.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 327 | 0.00 | 24 | 9.09 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,111 | 0.60 | 1,777 | 13.41 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 15,112 | 4.60 | 1 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 152,376 | -0.55 | 11,411 | 9.51 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 35,205 | -1.77 | 2,636 | 8.17 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1,106 | 0.00 | 83 | 9.33 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 25,622 | 0.00 | 1,743 | -4.81 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 83,292 | 2.08 | 6,238 | 12.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16,965 | -24.26 | 1,271 | -16.61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 34 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,776 | 208 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 9,934 | -9.18 | 744 | 0.00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 139,740 | -18.59 | 10,465 | -10.35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 480 | 0.00 | 36 | 9.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 126,193 | 22.57 | 9,451 | 34.98 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 12,825 | 0.00 | 960 | 10.09 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,286 | 246 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,336 | 400 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,534 | -14.69 | 639 | -6.03 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 827 | 0.00 | 62 | 8.93 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12,286 | 920 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,410 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 6,407 | -37.24 | 480 | -30.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 340,738 | -12.03 | 25,518 | -3.14 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 967 | 2.87 | 72 | 14.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,611,509 | 37.88 | 120,685 | 51.82 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 3,817 | 16.23 | 286 | 27.80 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,501 | 3.40 | 3,782 | 13.88 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,968 | 88.04 | 747 | 107.22 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 17,861 | 0.00 | 1,338 | 10.13 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 12,306 | 23.92 | 922 | 36.44 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 21,770 | 2.86 | 1,630 | 13.27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 | 5 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,791 | 209 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34,856 | 1.89 | 2,610 | 12.21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 609 | 46 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 301,830 | 3.60 | 22,604 | 7.39 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 89,836 | 2.70 | 6,728 | 13.08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 125,108 | 1.73 | 9,369 | 12.03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,123,840 | -0.57 | 608,394 | 9.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,748 | -0.62 | 430 | 9.41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 489 | 0.41 | 37 | 9.09 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4,595 | -21.65 | 344 | -13.57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,354 | 0.00 | 176 | 10.00 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 3,592 | 0.00 | 269 | 10.25 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 433,504 | -1.08 | 32,465 | 8.93 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3,411 | 255 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 778 | 0.39 | 58 | 11.54 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 33,050 | 0.00 | 2,475 | 10.15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 30,717 | -9.89 | 2,089 | -7.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 291,570 | -22.28 | 21,836 | -14.42 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,546 | -51.47 | 490 | -46.56 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 63,997 | 4,793 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2,548 | 0.00 | 191 | 9.83 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 13,290 | -9.27 | 995 | -0.10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,789 | 0.00 | 122 | -4.72 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10,187 | 1 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31,723 | 0.55 | 2,376 | 10.72 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 15,206 | 28.33 | 1,139 | 41.37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11,095 | -2.59 | 831 | 7.24 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 67,459 | 2.28 | 5,052 | 12.62 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 237,781 | -3.88 | 17,807 | 5.84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,308 | 0.00 | 173 | 10.26 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 29,557 | -9.70 | 2,237 | 6.68 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 35,886 | -7.41 | 2,701 | 2.50 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 671,034 | 4.38 | 50,254 | 14.94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 183,352 | 8.00 | 13,731 | 18.92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,547 | -1.98 | 3,486 | 7.93 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 7,593 | 0.04 | 569 | 10.08 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 437 | 0.00 | 33 | 10.34 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 480,143 | 13.00 | 35,958 | 24.43 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 5,340 | -7.23 | 400 | 2.05 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 106 | 0.00 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 101 | 0.00 | 8 | 16.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 37,153 | 33.94 | 2,782 | 47.51 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 5,936 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 89,290 | 2.44 | 6,687 | 12.81 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 5,051 | 0.00 | 379 | 10.20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115,326 | 85.90 | 8,658 | 105.05 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 10,111 | 3.36 | 393 | -43.70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13,538 | -0.21 | 1,014 | 9.87 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3,030 | 0.00 | 227 | 9.71 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4,265 | -11.29 | 319 | -2.15 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 10,376 | -1.66 | 777 | 8.37 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 5,201 | 12.24 | 390 | 23.49 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,441 | 12.09 | 707 | 23.60 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9,353 | 34.21 | 700 | 47.99 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,649 | -9.39 | 498 | -0.40 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 17,621 | 2.90 | 1,320 | 13.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94,862 | 3.58 | 7,104 | 14.07 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,504 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,257 | -6.98 | 768 | 2.54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23,455 | -3.90 | 1,757 | 5.85 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 321 | 1.90 | 24 | 14.29 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 73,945 | 0.62 | 5,538 | 10.81 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169,325 | 5.66 | 13 | 20.00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 958 | 16.40 | 72 | 29.09 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 4,800 | 0.00 | 359 | 10.12 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5,982 | -10.88 | 448 | -1.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48,959 | 1.86 | 3,667 | 12.18 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,000 | 0.00 | 225 | 9.80 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 31,434 | -4.12 | 2,354 | 5.61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 302,044 | 6.13 | 23 | 15.79 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 256,193 | 19,186 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,314 | -9.99 | 1,072 | -0.93 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84,183 | -6.59 | 6,304 | 2.87 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 152,659 | 16.22 | 11,433 | 27.97 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 22,121 | 60.19 | 1,657 | 76.36 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35,357 | -2.95 | 2,648 | 6.86 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Emprise Bank | 16,915 | 1,267 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,610,303 | 8.68 | 123,365 | 22.04 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1,016,466 | 1.97 | 76,123 | 12.29 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10,269 | -7.30 | 769 | 2.12 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 64,165 | 4,805 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,827 | 113.56 | 287 | 136.36 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4,444 | -4.84 | 333 | 4.73 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 60,206 | -9.84 | 4,509 | -0.73 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,894 | -64.86 | 367 | -61.35 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 10,446 | 0.00 | 782 | 10.14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5,045 | 19.30 | 378 | 31.36 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5,289 | -16.01 | 396 | -7.48 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 45,777 | 3.50 | 3,428 | 14.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5,406 | 405 |
